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Belpointe Asset Management’s Elme Communities ELME Stock Holding History

Belpointe Asset Management’s Portfolio ELME Stock Details ELME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,260
Closed -$40.4K – 1359
2023
Q1 		$40.4K Buy
2,260
+1,955
+641% +$35.8K ﹤0.01% 1838
2022
Q4 		$5.43K Buy
+305
New +$5.62K ﹤0.01% 2901

Other funds holding ELME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Belpointe Asset Management's ELME Position: Q2 2023 in Review

Belpointe Asset Management sold out of Elme Communities (ELME) in Q2 2023, closing a stake of 2,260 shares — an estimated $40.4K sold.

Belpointe Asset Management first reported a position in ELME in Q4 2022 and held it in 2 quarters. The position peaked at $40.4K in Q1 2023. 209 funds tracked by Wall St. Rank hold ELME as of Q2 2023.

  • Belpointe Asset Management reported no remaining Elme Communities position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,260 Elme Communities shares in Q2 2023, an estimated $40.4K.
  • Belpointe Asset Management first reported a position in Elme Communities in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Elme Communities position peaked at $40.4K in Q1 2023.
  • 209 funds tracked by Wall St. Rank held Elme Communities as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.